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How to configure new roles?

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In a maintenance management system (CMMS), where multiple users interact with different features and access levels, role configuration is an essential tool for optimizing efficiency and user experience.

In Valuekeep, a user with the Administrator role can configure new roles based on existing ones.

To configure new roles, the following steps should be followed:

  1. Access the menu and select Settings | System | Roles;
  2. Select a role;
  3. Click Copy to new;
  4. Fill in the required fields;
  5. To configure the created role, you need to edit it and click on Customize Menu.
  6. Click Save.

The icons shown in the configuration have the following meanings:

IconMeaning
Permissions for accessing the list.
Operations within the entity.
Only the Root profile can be copied. The other profiles cannot be duplicated.